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Side-by-side financial comparison of Confluent, Inc. (CFLT) and UNIVERSAL TECHNICAL INSTITUTE INC (UTI). Click either name above to swap in a different company.
Confluent, Inc. is the larger business by last-quarter revenue ($314.8M vs $220.8M, roughly 1.4× UNIVERSAL TECHNICAL INSTITUTE INC). UNIVERSAL TECHNICAL INSTITUTE INC runs the higher net margin — 5.8% vs -25.2%, a 31.0% gap on every dollar of revenue. On growth, Confluent, Inc. posted the faster year-over-year revenue change (20.5% vs 9.6%). Confluent, Inc. produced more free cash flow last quarter ($41.7M vs $-19.2M). Over the past eight quarters, Confluent, Inc.'s revenue compounded faster (20.4% CAGR vs 9.5%).
Confluent, Inc. is an American technology company headquartered in Mountain View, California. Confluent was founded by Jay Kreps, Jun Rao and Neha Narkhede on September 23, 2014, in order to commercialize an open-source streaming platform Apache Kafka, created by the same founders while working at LinkedIn in 2008 as a B2B infrastructure company. Confluent's products are the Confluent Cloud, Confluent Platform, Connectors, Apache Flink, Stream Governance and Confluent Hub.
Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.
CFLT vs UTI — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $314.8M | $220.8M |
| Net Profit | $-79.2M | $12.8M |
| Gross Margin | 74.7% | — |
| Operating Margin | -31.5% | 7.1% |
| Net Margin | -25.2% | 5.8% |
| Revenue YoY | 20.5% | 9.6% |
| Net Profit YoY | 10.0% | -42.1% |
| EPS (diluted) | $-0.23 | $0.23 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $314.8M | $220.8M | ||
| Q3 25 | $298.5M | $222.4M | ||
| Q2 25 | $282.3M | $204.3M | ||
| Q1 25 | $271.1M | $207.4M | ||
| Q4 24 | $261.2M | $201.4M | ||
| Q3 24 | $250.2M | $196.4M | ||
| Q2 24 | $235.0M | $177.5M | ||
| Q1 24 | $217.2M | $184.2M |
| Q4 25 | $-79.2M | $12.8M | ||
| Q3 25 | $-66.5M | $18.8M | ||
| Q2 25 | $-82.0M | $10.7M | ||
| Q1 25 | $-67.6M | $11.4M | ||
| Q4 24 | $-88.1M | $22.2M | ||
| Q3 24 | $-74.1M | $18.8M | ||
| Q2 24 | $-89.9M | $5.0M | ||
| Q1 24 | $-93.0M | $7.8M |
| Q4 25 | 74.7% | — | ||
| Q3 25 | 74.2% | — | ||
| Q2 25 | 73.7% | — | ||
| Q1 25 | 74.5% | — | ||
| Q4 24 | 74.1% | — | ||
| Q3 24 | 74.5% | — | ||
| Q2 24 | 72.3% | — | ||
| Q1 24 | 71.8% | — |
| Q4 25 | -31.5% | 7.1% | ||
| Q3 25 | -27.9% | 11.2% | ||
| Q2 25 | -34.2% | 6.9% | ||
| Q1 25 | -37.3% | 8.1% | ||
| Q4 24 | -40.5% | 13.6% | ||
| Q3 24 | -37.4% | 13.3% | ||
| Q2 24 | -46.1% | 4.2% | ||
| Q1 24 | -51.3% | 6.1% |
| Q4 25 | -25.2% | 5.8% | ||
| Q3 25 | -22.3% | 8.4% | ||
| Q2 25 | -29.0% | 5.2% | ||
| Q1 25 | -24.9% | 5.5% | ||
| Q4 24 | -33.7% | 11.0% | ||
| Q3 24 | -29.6% | 9.6% | ||
| Q2 24 | -38.3% | 2.8% | ||
| Q1 24 | -42.8% | 4.2% |
| Q4 25 | $-0.23 | $0.23 | ||
| Q3 25 | $-0.19 | $0.33 | ||
| Q2 25 | $-0.24 | $0.19 | ||
| Q1 25 | $-0.20 | $0.21 | ||
| Q4 24 | $-0.26 | $0.40 | ||
| Q3 24 | $-0.23 | $0.35 | ||
| Q2 24 | $-0.28 | $0.09 | ||
| Q1 24 | $-0.30 | $0.14 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $347.2M | $162.8M |
| Total DebtLower is stronger | $1.1B | $101.4M |
| Stockholders' EquityBook value | $1.2B | $335.9M |
| Total Assets | $3.0B | $834.0M |
| Debt / EquityLower = less leverage | 0.94× | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $347.2M | $162.8M | ||
| Q3 25 | $298.5M | $169.1M | ||
| Q2 25 | $295.6M | $70.7M | ||
| Q1 25 | $278.6M | $96.0M | ||
| Q4 24 | $386.0M | $172.0M | ||
| Q3 24 | $322.6M | $161.9M | ||
| Q2 24 | $311.3M | $115.5M | ||
| Q1 24 | $336.4M | $116.1M |
| Q4 25 | $1.1B | $101.4M | ||
| Q3 25 | $1.1B | $87.1M | ||
| Q2 25 | $1.1B | $73.8M | ||
| Q1 25 | $1.1B | $94.4M | ||
| Q4 24 | $1.1B | $120.1M | ||
| Q3 24 | $1.1B | $125.7M | ||
| Q2 24 | $1.1B | $137.3M | ||
| Q1 24 | $1.1B | $141.9M |
| Q4 25 | $1.2B | $335.9M | ||
| Q3 25 | $1.1B | $328.1M | ||
| Q2 25 | $1.1B | $306.8M | ||
| Q1 25 | $1.0B | $293.9M | ||
| Q4 24 | $961.2M | $280.0M | ||
| Q3 24 | $934.3M | $260.2M | ||
| Q2 24 | $873.9M | $239.4M | ||
| Q1 24 | $845.2M | $232.6M |
| Q4 25 | $3.0B | $834.0M | ||
| Q3 25 | $2.9B | $826.1M | ||
| Q2 25 | $2.8B | $740.8M | ||
| Q1 25 | $2.7B | $720.4M | ||
| Q4 24 | $2.7B | $753.8M | ||
| Q3 24 | $2.6B | $744.6M | ||
| Q2 24 | $2.5B | $706.0M | ||
| Q1 24 | $2.4B | $702.1M |
| Q4 25 | 0.94× | 0.30× | ||
| Q3 25 | 0.98× | 0.27× | ||
| Q2 25 | 1.03× | 0.24× | ||
| Q1 25 | 1.07× | 0.32× | ||
| Q4 24 | 1.14× | 0.43× | ||
| Q3 24 | 1.17× | 0.48× | ||
| Q2 24 | 1.25× | 0.57× | ||
| Q1 24 | 1.29× | 0.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $42.1M | $3.1M |
| Free Cash FlowOCF − Capex | $41.7M | $-19.2M |
| FCF MarginFCF / Revenue | 13.2% | -8.7% |
| Capex IntensityCapex / Revenue | 0.1% | 10.1% |
| Cash ConversionOCF / Net Profit | — | 0.24× |
| TTM Free Cash FlowTrailing 4 quarters | $60.7M | $16.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $42.1M | $3.1M | ||
| Q3 25 | $30.8M | $57.1M | ||
| Q2 25 | $18.1M | $18.1M | ||
| Q1 25 | $-26.8M | $-789.0K | ||
| Q4 24 | $35.2M | $23.0M | ||
| Q3 24 | $15.6M | $67.5M | ||
| Q2 24 | $8.6M | $10.0M | ||
| Q1 24 | $-26.0M | $-2.5M |
| Q4 25 | $41.7M | $-19.2M | ||
| Q3 25 | $30.0M | $40.6M | ||
| Q2 25 | $17.2M | $6.8M | ||
| Q1 25 | $-28.2M | $-11.7M | ||
| Q4 24 | $34.5M | $19.6M | ||
| Q3 24 | $15.0M | $60.0M | ||
| Q2 24 | $7.5M | $3.0M | ||
| Q1 24 | $-26.1M | $-8.4M |
| Q4 25 | 13.2% | -8.7% | ||
| Q3 25 | 10.0% | 18.3% | ||
| Q2 25 | 6.1% | 3.4% | ||
| Q1 25 | -10.4% | -5.7% | ||
| Q4 24 | 13.2% | 9.7% | ||
| Q3 24 | 6.0% | 30.6% | ||
| Q2 24 | 3.2% | 1.7% | ||
| Q1 24 | -12.0% | -4.6% |
| Q4 25 | 0.1% | 10.1% | ||
| Q3 25 | 0.3% | 7.4% | ||
| Q2 25 | 0.3% | 5.5% | ||
| Q1 25 | 0.5% | 5.3% | ||
| Q4 24 | 0.3% | 1.7% | ||
| Q3 24 | 0.2% | 3.8% | ||
| Q2 24 | 0.5% | 4.0% | ||
| Q1 24 | 0.1% | 3.2% |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 3.04× | ||
| Q2 25 | — | 1.69× | ||
| Q1 25 | — | -0.07× | ||
| Q4 24 | — | 1.04× | ||
| Q3 24 | — | 3.58× | ||
| Q2 24 | — | 2.01× | ||
| Q1 24 | — | -0.32× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CFLT
| Confluent Cloud | $169.4M | 54% |
| Post Contract Customer Support | $93.8M | 30% |
| License | $38.4M | 12% |
| Services | $13.2M | 4% |
UTI
| UTI | $142.8M | 65% |
| Concorde | $78.0M | 35% |
